Julia98的个人主页 - 老虎社区

Julia98

Julia98

短线交易

IP属地：未知

50关注

18粉丝

3主题

0勋章

2021-08-30

$10以上没问题👍

@驮着幸福跑:老虎财报季：奉献一只股，十倍潜力，你要不要？

2021-08-14

破股…..割韭菜换股[喷血]

2021-07-14

是时候大涨了…

2021-07-14

$灿谷(CANG)$机会就是等来的….该起飞了[财迷]

2021-07-07

$中芯国际(00981)$跌这么久…..该疯狂了吧？[看涨]

2021-05-11

$灿谷(CANG)$全部回到解放前了，跌无止境……[流泪]

2021-04-29

[抱拳]

@美股研究社:灿谷2020年年报：营收20.52亿元，净利润为33.73亿元

2021-04-09

芯片行业利好消息呀[得意]

@爱上趋势股:一文看懂，如何布局全球芯片产业链！！！

2021-03-13

这股不错[看涨]

全年净利润增长7.3倍，灿谷（CANG.US）“新业务”秀肌肉

2021-03-09

有爆发的节奏[看涨]

2021-02-24

$悉尼机场航空公司(SYD.AU)$拉拉.....

2021-02-23

$云集(YJ)$建仓完毕等待回报[得意] [看涨] [666] [爱心]

2021-02-13

$云集(YJ)$这票有发展前途，前景不错[666] [看涨] [美金]

2021-02-11

准备放弃你了……蜗牛🐌

2021-02-11

拜年啦.. 新年新气象，祝大家健康快乐！平安！牛年股票🐂起来[抱拳] [看涨]

@33_Tiger:拜年啦~祝虎友们，牛年大吉，股市顺遂❤️

2021-02-10

利好消息[得意]

UPDATE 1-J&J applies for COVID-19 vaccine emergency authorisation from South Africa

2021-02-10

这下蜗牛要变大水牛了，澳大利亚订了不少辉瑞疫苗，准备下个月开始使用，所以这票后期价格...[666] [看涨] [梭哈] [梭哈] [梭哈] [梭哈]

@价值投资为王:辉瑞：新冠疫苗不怕病毒变异！

2021-02-09

$辉瑞(PFE)$的确蜗牛🐌[暗中观察]

2021-02-08

$亿邦国际(EBON)$拉...拔起来[看涨] [666]

2021-02-04

$宜人金科(YRD)$就这只票拿的久，还算争气[看涨] [美金]

去老虎APP查看更多动态

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也就是说，我国的半导体产","images":[{"img":"https://static.tigerbbs.com/24b09825f8a13de0e2af51d918dad91d","width":"717","height":"151"},{"img":"https://static.tigerbbs.com/21474d38ab8c45096c78f3935183246a","width":"1280","height":"661"},{"img":"https://static.tigerbbs.com/5977a2a78b8842c0f7a4024ce8a04949","width":"582","height":"82"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/348737583","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1044,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":326972706,"gmtCreate":1615591261105,"gmtModify":1703491288325,"author":{"id":"3560156156154364","authorId":"3560156156154364","name":"Julia98","avatar":"https://static.tigerbbs.com/bed5c4664976c89d1f6dd47d7b0098f4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这股不错[看涨]&nbsp;","listText":"这股不错[看涨]&nbsp;","text":"这股不错[看涨]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/326972706","repostId":"2118295741","repostType":2,"repost":{"id":"2118295741","pubTimestamp":1615548245,"share":"https://www.laohu8.com/m/news/2118295741?lang=&edition=full","pubTime":"2021-03-12 19:24","market":"hk","language":"zh","title":"全年净利润增长7.3倍，灿谷（CANG.US）“新业务”秀肌肉","url":"https://stock-news.laohu8.com/highlight/detail?id=2118295741","media":"智通财经","summary":"灿谷没有让投资者失望，发布了2020年Q4及全年财报，各项财务数据都非常值得称赞。2020年Q4，该公司促成贷款总额108.22亿元，全年为276.98亿元，截至2020年12月31日，公司促成的汽车贷款在贷余额为435.05亿元。Q4该业务收入3.98亿元，同比增长51.8%，表现强劲，但由于疫情，上半年受到较大影响，导致全年业务收入略有下滑。2020年Q3，灿谷的车交易服务业务收入首次在季报中被披露，突出该业务的重要性，以及战略地位。","content":"<html><body><p><a href=\"https://laohu8.com/S/CANG\">灿谷</a>（CANG.US）没有让投资者失望，发布了2020年Q4及全年财报，各项财务数据都非常值得称赞。</p><p>智通财经APP了解到，3月11日，灿谷发布了2020年Q4及全年业绩，Q4收入为10.97亿元，同比增长150.2%，远超预期，而净利润为15.68亿元，同比增长高达1432.1%，而全年收入20.52亿元，同比增长42.5%，全年净利润33.73亿元，同比增长733.2%。该公司预计2021年Q1总收入在10亿元和10.5亿元之间，2020年同期总收入为2.46亿。</p><p>公司Q4的靓丽业绩表现，得到了投资者的认可，灿谷股价当日涨幅高达23.44%。而今年以来该公司持续得到投资者追捧，累计涨幅达55%，最高涨幅高达180%。</p><p>另外，灿谷投资<a href=\"https://laohu8.com/S/LI\">理想汽车</a>也获得了巨大的投资收益，Q4录得投资收益14.88亿元，投资本身也是一种经营，能够赚钱的项目都是好项目，该公司持股理想汽车，虽不涉及经营，但可以分享到理想的发展成果。</p><p>构建汽车服务生态</p><p>智通财经APP了解到，灿谷成立于2010年，最早从事汽车金融服务业务，11年来经历了多次业务调整，目前主要从事汽车贷款促成、车交易服务以及汽车后市场服务业务，其中车交易服务为2020年重点发展业务，业务的重心逐步由汽车金融服务平台转型至汽车交易服务平台。</p><p>从发展史上看，该公司于2010-2015年，建立和推进汽车金融科技服务业务以及铺设覆盖全国的服务经销商网络，完成早期的布局；2017年开始对外融资，A轮及A+轮融资获得1.3亿美元，加大汽车后市场的投入，2018年投资理想，进军新能源汽车领域，同年进行了B轮及C轮融资，获得<a href=\"https://laohu8.com/S/00700\">腾讯</a>、泰康人寿及滴滴的入股。</p><p>灿谷十分具有前瞻性，2018年投资理想汽车，提前布局新能源汽车领域，为后续业务的开展打下良好基础，投资理想的收益也是近两季度利润暴增的主要因素。另外，从灿谷建立之初，就积极布局低线城市经销商网络，取得了下沉市场的先发优势。目前灿谷拥有覆盖全国近5万家经销商的渠道网络，成为领先的汽车金融服务科技平台。</p><p>经过多年来的业务调整以及战略布局，目前灿谷覆盖包括汽车贷款促成，车交易服务和汽车后市场服务三大业务市场，构建了完整的汽车交易业态，科技化和数据化驱动灿谷成为汽车新零售平台，并赋能各项业务高成长。在此次财报中，各业务占比也发生了较大变动。</p><p>新业务的“脱颖而出”</p><p>汽车贷款促成业务是灿谷的传统业务，也一直是核心的业务，连接了购车客户、经销商和金融机构，帮助购车用户完成购车程序和提供车贷解决方案，支持了汽车融资交易的整个生命周期。该公司与经销商的合作模式为直营模式，并将直营模式覆盖了低级城市的经销商市场。截至2020年12月31日，该公司覆盖的经销商为48487家，较同年9月30日增加2239家，主要由于4S经销商和低线城市的优质经销商的进一步扩张。</p><p>2020年Q4，该公司促成贷款总额108.22亿元，全年为276.98亿元，截至2020年12月31日，公司促成的汽车贷款在贷余额为435.05亿元。疫情后，该公司逾期率持续改善，M1 +和M3 +逾期比率分别为0.98%和0.42%，已接近去年同期水平。Q4该业务收入3.98亿元，同比增长51.8%，表现强劲，但由于疫情，上半年受到较大影响，导致全年业务收入略有下滑。</p><p>汽车后市场服务业务以保险促成业务为主，运营主体为该公司旗下福顺保险经纪公司，福顺为用户推荐优质丰富的保险购买渠道，涵盖车险、非车险、健康险等多元化险种，并由专属人员提供后续专业服务，依托于灿谷庞大的经销商网络，2020年收入2.4亿元，保持同比增长。</p><p>车交易服务业务是灿谷构建新零售平台的核心业务板块，连接汽车生产者，个人消费者和线下实体网络渠道，通过交易服务平台为三者提供价值，让汽车流通领域中“人找货”、“货找人”变得更简单更高效。在流通问题上，该公司运用主机厂与线下实体网络间形成交易过程中的前置仓模式，叠加其区域公司布点及自建库点，可以更好地解决下沉市场的物流效率问题，即缩短物流半径，目前在全国建立超过80个前置仓。</p><p>2020年Q3，灿谷的车交易服务业务收入首次在季报中被披露，突出该业务的重要性，以及战略地位。Q4可以看到该业务的巨大变化，实现期间收入5.47亿元，收入贡献快速上升至50%，全年收入6.25亿元，收入贡献30%，成为此次业绩高增长的核心。</p><p>在整个经营层面，灿谷各项业务保持良性发展，新业务车交易服务业务在此次财报中脱颖而出，基本符合公司的战略，依靠庞大的经销商网络，包括线上线下渠道，后续成长性仍非常可观，或将持续贡献整体业绩增长。而在投资层面，持股的理想汽车基本面优秀，作为造成新势力头部车企，将持续贡献投资收益。</p><p>看好新能源汽车赛道</p><p>如上文所言，灿谷于2018年投资了理想汽车。智通财经APP了解到，2020年，理想汽车股价飙升，而该公司投资理想汽车的账上收益也跟着飙升，于Q4，录得投资收益14.88亿元，截至2020年12月录得投资收益高达33.15亿元，同比增长78.7倍。</p><p>灿谷对理想汽车的投资，核心在于坚定地看好新能源汽车这个赛道，并积极进行提前布局，</p><p>去年11月国新办正式发布《新能源汽车产业发展规划（2021-2035）》，提出2025年新能源汽车新车销量占比达到20%，而目前的比重仅为5%，上升空间巨大。2020年疫情对新能源汽车行业带来一定影响，但自7月后，行业已恢复高增长。</p><p>得益于后面五个月的恢复增长，2020年全年新能源汽车销量同比增长10.9%，今年1月销量增长238.5%，而造车新势力头部企业交付量增长最为迅猛，其中理想汽车按月翻倍增长，全年交付32624辆，仅次于<a href=\"https://laohu8.com/S/NIO\">蔚来</a>。理想近日发布年报显示，2020年实现收入94.57亿元，同比增长超过30倍。</p><p>理想的盈利状况正在发生改变，2020年净亏损率1.6%，也就是说按2020年的交付量看，已经基本达到了盈亏平衡点，而2021年1-2月，理想交付量7679辆，同比增长430%，由于固定成本因素，往后交付量增量将较大幅度提升规模利润空间。灿谷战略投资理想汽车，或将持续受益于其估值成长。</p><p>此外，灿谷的业务模式与电动车的业态也高度契合，该公司深耕汽车服务市场十多年，拥有中国最大的线下经销商网络，参与到新能源汽行业，有利于电动车厂商线上化、直营模式“最后一公里”的实现。除了理想汽车外，该公司同时也与<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>，威马等新能源车厂商合作。</p><p>综上看来，灿谷于Q4及全年实现业绩高成长，主业持续保持强势，而新业务车交易服务业务脱颖而出，成为业绩增长亮点，该公司直营模式线下布局庞大的经销商网络，下沉战略覆盖低级城市市场，线上线下双渠道驱动经营业务高成长。而投资理想汽车收益颇丰，新能源汽车行业前景乐观，随着理想实现盈利，灿谷投资收益或将持续增加。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>全年净利润增长7.3倍，灿谷（CANG.US）“新业务”秀肌肉</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n全年净利润增长7.3倍，灿谷（CANG.US）“新业务”秀肌肉\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-12 19:24 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/426608.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>灿谷（CANG.US）没有让投资者失望，发布了2020年Q4及全年财报，各项财务数据都非常值得称赞。智通财经APP了解到，3月11日，灿谷发布了2020年Q4及全年业绩，Q4收入为10.97亿元，同比增长150.2%，远超预期，而净利润为15.68亿元，同比增长高达1432.1%，而全年收入20.52亿元，同比增长42.5%，全年净利润33.73亿元，同比增长733.2%。该公司预计2021年Q1...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/426608.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1fd218e5c5957c09b71dd359f7065c93","relate_stocks":{"CANG":"灿谷"},"source_url":"http://www.zhitongcaijing.com/content/detail/426608.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2118295741","content_text":"灿谷（CANG.US）没有让投资者失望，发布了2020年Q4及全年财报，各项财务数据都非常值得称赞。智通财经APP了解到，3月11日，灿谷发布了2020年Q4及全年业绩，Q4收入为10.97亿元，同比增长150.2%，远超预期，而净利润为15.68亿元，同比增长高达1432.1%，而全年收入20.52亿元，同比增长42.5%，全年净利润33.73亿元，同比增长733.2%。该公司预计2021年Q1总收入在10亿元和10.5亿元之间，2020年同期总收入为2.46亿。公司Q4的靓丽业绩表现，得到了投资者的认可，灿谷股价当日涨幅高达23.44%。而今年以来该公司持续得到投资者追捧，累计涨幅达55%，最高涨幅高达180%。另外，灿谷投资理想汽车也获得了巨大的投资收益，Q4录得投资收益14.88亿元，投资本身也是一种经营，能够赚钱的项目都是好项目，该公司持股理想汽车，虽不涉及经营，但可以分享到理想的发展成果。构建汽车服务生态智通财经APP了解到，灿谷成立于2010年，最早从事汽车金融服务业务，11年来经历了多次业务调整，目前主要从事汽车贷款促成、车交易服务以及汽车后市场服务业务，其中车交易服务为2020年重点发展业务，业务的重心逐步由汽车金融服务平台转型至汽车交易服务平台。从发展史上看，该公司于2010-2015年，建立和推进汽车金融科技服务业务以及铺设覆盖全国的服务经销商网络，完成早期的布局；2017年开始对外融资，A轮及A+轮融资获得1.3亿美元，加大汽车后市场的投入，2018年投资理想，进军新能源汽车领域，同年进行了B轮及C轮融资，获得腾讯、泰康人寿及滴滴的入股。灿谷十分具有前瞻性，2018年投资理想汽车，提前布局新能源汽车领域，为后续业务的开展打下良好基础，投资理想的收益也是近两季度利润暴增的主要因素。另外，从灿谷建立之初，就积极布局低线城市经销商网络，取得了下沉市场的先发优势。目前灿谷拥有覆盖全国近5万家经销商的渠道网络，成为领先的汽车金融服务科技平台。经过多年来的业务调整以及战略布局，目前灿谷覆盖包括汽车贷款促成，车交易服务和汽车后市场服务三大业务市场，构建了完整的汽车交易业态，科技化和数据化驱动灿谷成为汽车新零售平台，并赋能各项业务高成长。在此次财报中，各业务占比也发生了较大变动。新业务的“脱颖而出”汽车贷款促成业务是灿谷的传统业务，也一直是核心的业务，连接了购车客户、经销商和金融机构，帮助购车用户完成购车程序和提供车贷解决方案，支持了汽车融资交易的整个生命周期。该公司与经销商的合作模式为直营模式，并将直营模式覆盖了低级城市的经销商市场。截至2020年12月31日，该公司覆盖的经销商为48487家，较同年9月30日增加2239家，主要由于4S经销商和低线城市的优质经销商的进一步扩张。2020年Q4，该公司促成贷款总额108.22亿元，全年为276.98亿元，截至2020年12月31日，公司促成的汽车贷款在贷余额为435.05亿元。疫情后，该公司逾期率持续改善，M1 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+逾期比率分别为0.98%和0.42%，已接近去年同期水平。Q4该业务收入3.98亿元，同比增长51.8%，表现强劲，但由于疫情，上半年受到较大影响，导致全年业务收入略有下滑。汽车后市场服务业务以保险促成业务为主，运营主体为该公司旗下福顺保险经纪公司，福顺为用户推荐优质丰富的保险购买渠道，涵盖车险、非车险、健康险等多元化险种，并由专属人员提供后续专业服务，依托于灿谷庞大的经销商网络，2020年收入2.4亿元，保持同比增长。车交易服务业务是灿谷构建新零售平台的核心业务板块，连接汽车生产者，个人消费者和线下实体网络渠道，通过交易服务平台为三者提供价值，让汽车流通领域中“人找货”、“货找人”变得更简单更高效。在流通问题上，该公司运用主机厂与线下实体网络间形成交易过程中的前置仓模式，叠加其区域公司布点及自建库点，可以更好地解决下沉市场的物流效率问题，即缩短物流半径，目前在全国建立超过80个前置仓。2020年Q3，灿谷的车交易服务业务收入首次在季报中被披露，突出该业务的重要性，以及战略地位。Q4可以看到该业务的巨大变化，实现期间收入5.47亿元，收入贡献快速上升至50%，全年收入6.25亿元，收入贡献30%，成为此次业绩高增长的核心。在整个经营层面，灿谷各项业务保持良性发展，新业务车交易服务业务在此次财报中脱颖而出，基本符合公司的战略，依靠庞大的经销商网络，包括线上线下渠道，后续成长性仍非常可观，或将持续贡献整体业绩增长。而在投资层面，持股的理想汽车基本面优秀，作为造成新势力头部车企，将持续贡献投资收益。看好新能源汽车赛道如上文所言，灿谷于2018年投资了理想汽车。智通财经APP了解到，2020年，理想汽车股价飙升，而该公司投资理想汽车的账上收益也跟着飙升，于Q4，录得投资收益14.88亿元，截至2020年12月录得投资收益高达33.15亿元，同比增长78.7倍。灿谷对理想汽车的投资，核心在于坚定地看好新能源汽车这个赛道，并积极进行提前布局，去年11月国新办正式发布《新能源汽车产业发展规划（2021-2035）》，提出2025年新能源汽车新车销量占比达到20%，而目前的比重仅为5%，上升空间巨大。2020年疫情对新能源汽车行业带来一定影响，但自7月后，行业已恢复高增长。得益于后面五个月的恢复增长，2020年全年新能源汽车销量同比增长10.9%，今年1月销量增长238.5%，而造车新势力头部企业交付量增长最为迅猛，其中理想汽车按月翻倍增长，全年交付32624辆，仅次于蔚来。理想近日发布年报显示，2020年实现收入94.57亿元，同比增长超过30倍。理想的盈利状况正在发生改变，2020年净亏损率1.6%，也就是说按2020年的交付量看，已经基本达到了盈亏平衡点，而2021年1-2月，理想交付量7679辆，同比增长430%，由于固定成本因素，往后交付量增量将较大幅度提升规模利润空间。灿谷战略投资理想汽车，或将持续受益于其估值成长。此外，灿谷的业务模式与电动车的业态也高度契合，该公司深耕汽车服务市场十多年，拥有中国最大的线下经销商网络，参与到新能源汽行业，有利于电动车厂商线上化、直营模式“最后一公里”的实现。除了理想汽车外，该公司同时也与特斯拉，威马等新能源车厂商合作。综上看来，灿谷于Q4及全年实现业绩高成长，主业持续保持强势，而新业务车交易服务业务脱颖而出，成为业绩增长亮点，该公司直营模式线下布局庞大的经销商网络，下沉战略覆盖低级城市市场，线上线下双渠道驱动经营业务高成长。而投资理想汽车收益颇丰，新能源汽车行业前景乐观，随着理想实现盈利，灿谷投资收益或将持续增加。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1467,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":329779208,"gmtCreate":1615283968404,"gmtModify":1703486737532,"author":{"id":"3560156156154364","authorId":"3560156156154364","name":"Julia98","avatar":"https://static.tigerbbs.com/bed5c4664976c89d1f6dd47d7b0098f4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"有爆发的节奏[看涨]&nbsp;","listText":"有爆发的节奏[看涨]&nbsp;","text":"有爆发的节奏[看涨]","images":[{"img":"https://static.tigerbbs.com/8ce094f250660c8665c23e175eb614ce","width":"1125","height":"3371"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/329779208","isVote":1,"tweetType":1,"viewCount":997,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":363815684,"gmtCreate":1614124770548,"gmtModify":1614124770548,"author":{"id":"3560156156154364","authorId":"3560156156154364","name":"Julia98","avatar":"https://static.tigerbbs.com/bed5c4664976c89d1f6dd47d7b0098f4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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今年的除夕你在哪个城市？和谁一起？ 又有哪只心仪的股票将陪你度过除夕呢？ 🐯🐯🐯 留言随意赠虎币拉~","text":"今天是除夕夜， 代表老虎，给大家拜年啦~ 祝全球虎友们，牛年牛市， 牛气冲天， 牛运当头， 喜提牛股， 牛转乾坤， 牛年快乐~~ 🐯🐯🐯 ——— 今天美股照常开市， 今年我们多了许多海外虎友， 没有回家的虎友一起相聚老虎吧， 在评论区一起聊聊， 今年的除夕你在哪个城市？和谁一起？ 又有哪只心仪的股票将陪你度过除夕呢？ 🐯🐯🐯 留言随意赠虎币拉~","images":[{"img":"https://static.tigerbbs.com/518e68e5c249e858f6f08c187f5d8c0b","width":"1080","height":"1920"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/388370497","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":950,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":383773909,"gmtCreate":1612903393901,"gmtModify":1703766731979,"author":{"id":"3560156156154364","authorId":"3560156156154364","name":"Julia98","avatar":"https://static.tigerbbs.com/bed5c4664976c89d1f6dd47d7b0098f4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"利好消息[得意]&nbsp;","listText":"利好消息[得意]&nbsp;","text":"利好消息[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/383773909","repostId":"2110060473","repostType":2,"repost":{"id":"2110060473","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1612899098,"share":"https://www.laohu8.com/m/news/2110060473?lang=&edition=full","pubTime":"2021-02-10 03:31","market":"us","language":"en","title":"UPDATE 1-J&J applies for COVID-19 vaccine emergency authorisation from South Africa","url":"https://stock-news.laohu8.com/highlight/detail?id=2110060473","media":"Reuters","summary":"* Talks on for vaccine distribution to health workers   * Government halted AstraZeneca vaccine on S","content":"<html><body><p>* Talks on for vaccine distribution to health workers</p><p>   * Government halted AstraZeneca vaccine on Sunday</p><p> (Adds health official's quote, details on vaccines)</p><p>   By Wendell Roelf and Promit Mukherjee</p><p>   CAPE TOWN, Feb 9 (Reuters) - South Africa's joint lead investigator for the Johnson &amp; Johnson    COVID-19 vaccine trial said on Tuesday that a government regulator was processing an application for the vaccine to be granted emergency use authorisation.</p><p>   Addressing a webinar on vaccines, the official, Glenda Gray, said discussions were underway with regulatory authorities to roll out the single-dose vaccine to health workers, after the government on Sunday halted distribution of the AstraZeneca vaccine over efficacy concerns.</p><p>   In December, the U.S. pharmaceutical company was the first to apply to the South African Health Products Regulatory Authority (SAHPRA) for registration of its vaccine.  </p><p>   South Africa had given fast-track approval to AstraZeneca's</p><p>  COVID-19 vaccine for emergency use last month and had said it was reviewing applications by Pfizer    and Johnson &amp; Johnson.  </p><p>   \"J&amp;J also submitted a rolling submission to SAHPRA to expedite the regulatory processes in South Africa, so this AD26 vaccine as we speak is being processed for emergency use,\" Gray said on Tuesday.</p><p>   AD26 is the clinical name of the J&amp;J vaccine.</p><p>   She said there has been progress in discussions with regulatory authorities, enough to consider evaluating the vaccine in exposed health care workers, who are the first sector of the 60 million population earmarked for inoculations.</p><p>   \"So what we are discussing is whether, under regulatory authorisation, we can use this vaccine rapidly in health care workers in South Africa as a single shot,\" she said, adding that the vaccine is safe and has shown to work on the South African variant of the novel coronavirus.</p><p>   South Africa has pivoted to the J&amp;J vaccine after data showed AstraZeneca's shot offered minimal protection against mild-to-moderate illness from a dominant local virus variant.</p><p>   With the most coronavirus infections in Africa and more than 46,000 deaths, South Africa had planned to start offering healthcare workers the AstraZeneca vaccine soon before it was put on hold.</p><p>   Shabir Madhi, the principal investigator of South Africa leg of trials of the vaccine manufactured by AstraZeneca, said human trials for a second generation of vaccines to tackle new variants of the coronavirus are already underway.</p><p>   He did not specify the company conducting these trials. The  vaccines should be available by the third quarter, Madhi said.</p><p> (Reporting by Wendell Roelf and Promit Mukherjee; editing by Grant McCool)</p><p>((wendell.roelf@thomsonreuters.com; +27 21 461 3523;))</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>UPDATE 1-J&J applies for COVID-19 vaccine emergency authorisation from South Africa</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUPDATE 1-J&J applies for COVID-19 vaccine emergency authorisation from South Africa\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-02-10 03:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>* Talks on for vaccine distribution to health workers</p><p>   * Government halted AstraZeneca vaccine on Sunday</p><p> (Adds health official's quote, details on vaccines)</p><p>   By Wendell Roelf and Promit Mukherjee</p><p>   CAPE TOWN, Feb 9 (Reuters) - South Africa's joint lead investigator for the Johnson &amp; Johnson    COVID-19 vaccine trial said on Tuesday that a government regulator was processing an application for the vaccine to be granted emergency use authorisation.</p><p>   Addressing a webinar on vaccines, the official, Glenda Gray, said discussions were underway with regulatory authorities to roll out the single-dose vaccine to health workers, after the government on Sunday halted distribution of the AstraZeneca vaccine over efficacy concerns.</p><p>   In December, the U.S. pharmaceutical company was the first to apply to the South African Health Products Regulatory Authority (SAHPRA) for registration of its vaccine.  </p><p>   South Africa had given fast-track approval to AstraZeneca's</p><p>  COVID-19 vaccine for emergency use last month and had said it was reviewing applications by Pfizer    and Johnson &amp; Johnson.  </p><p>   \"J&amp;J also submitted a rolling submission to SAHPRA to expedite the regulatory processes in South Africa, so this AD26 vaccine as we speak is being processed for emergency use,\" Gray said on Tuesday.</p><p>   AD26 is the clinical name of the J&amp;J vaccine.</p><p>   She said there has been progress in discussions with regulatory authorities, enough to consider evaluating the vaccine in exposed health care workers, who are the first sector of the 60 million population earmarked for inoculations.</p><p>   \"So what we are discussing is whether, under regulatory authorisation, we can use this vaccine rapidly in health care workers in South Africa as a single shot,\" she said, adding that the vaccine is safe and has shown to work on the South African variant of the novel coronavirus.</p><p>   South Africa has pivoted to the J&amp;J vaccine after data showed AstraZeneca's shot offered minimal protection against mild-to-moderate illness from a dominant local virus variant.</p><p>   With the most coronavirus infections in Africa and more than 46,000 deaths, South Africa had planned to start offering healthcare workers the AstraZeneca vaccine soon before it was put on hold.</p><p>   Shabir Madhi, the principal investigator of South Africa leg of trials of the vaccine manufactured by AstraZeneca, said human trials for a second generation of vaccines to tackle new variants of the coronavirus are already underway.</p><p>   He did not specify the company conducting these trials. The  vaccines should be available by the third quarter, Madhi said.</p><p> (Reporting by Wendell Roelf and Promit Mukherjee; editing by Grant McCool)</p><p>((wendell.roelf@thomsonreuters.com; +27 21 461 3523;))</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"JNJ":"强生","PFE":"辉瑞"},"source_url":"http://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2110060473","content_text":"* Talks on for vaccine distribution to health workers   * Government halted AstraZeneca vaccine on Sunday (Adds health official's quote, details on vaccines)   By Wendell Roelf and Promit Mukherjee   CAPE TOWN, Feb 9 (Reuters) - South Africa's joint lead investigator for the Johnson & Johnson    COVID-19 vaccine trial said on Tuesday that a government regulator was processing an application for the vaccine to be granted emergency use authorisation.   Addressing a webinar on vaccines, the official, Glenda Gray, said discussions were underway with regulatory authorities to roll out the single-dose vaccine to health workers, after the government on Sunday halted distribution of the AstraZeneca vaccine over efficacy concerns.   In December, the U.S. pharmaceutical company was the first to apply to the South African Health Products Regulatory Authority (SAHPRA) for registration of its vaccine.     South Africa had given fast-track approval to AstraZeneca's  COVID-19 vaccine for emergency use last month and had said it was reviewing applications by Pfizer    and Johnson & Johnson.     \"J&J also submitted a rolling submission to SAHPRA to expedite the regulatory processes in South Africa, so this AD26 vaccine as we speak is being processed for emergency use,\" Gray said on Tuesday.   AD26 is the clinical name of the J&J vaccine.   She said there has been progress in discussions with regulatory authorities, enough to consider evaluating the vaccine in exposed health care workers, who are the first sector of the 60 million population earmarked for inoculations.   \"So what we are discussing is whether, under regulatory authorisation, we can use this vaccine rapidly in health care workers in South Africa as a single shot,\" she said, adding that the vaccine is safe and has shown to work on the South African variant of the novel coronavirus.   South Africa has pivoted to the J&J vaccine after data showed AstraZeneca's shot offered minimal protection against mild-to-moderate illness from a dominant local virus variant.   With the most coronavirus infections in Africa and more than 46,000 deaths, South Africa had planned to start offering healthcare workers the AstraZeneca vaccine soon before it was put on hold.   Shabir Madhi, the principal investigator of South Africa leg of trials of the vaccine manufactured by AstraZeneca, said human trials for a second generation of vaccines to tackle new variants of the coronavirus are already underway.   He did not specify the company conducting these trials. The  vaccines should be available by the third quarter, Madhi said. (Reporting by Wendell Roelf and Promit Mukherjee; editing by Grant McCool)((wendell.roelf@thomsonreuters.com; +27 21 461 3523;))","news_type":1},"isVote":1,"tweetType":1,"viewCount":973,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":383746523,"gmtCreate":1612900966462,"gmtModify":1703766723187,"author":{"id":"3560156156154364","authorId":"3560156156154364","name":"Julia98","avatar":"https://static.tigerbbs.com/bed5c4664976c89d1f6dd47d7b0098f4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这下蜗牛要变大水牛了，澳大利亚订了不少辉瑞疫苗，准备下个月开始使用，所以这票后期价格...[666]&nbsp;[看涨]&nbsp;[梭哈]&nbsp;[梭哈]&nbsp;[梭哈]&nbsp;[梭哈]&nbsp;","listText":"这下蜗牛要变大水牛了，澳大利亚订了不少辉瑞疫苗，准备下个月开始使用，所以这票后期价格...[666]&nbsp;[看涨]&nbsp;[梭哈]&nbsp;[梭哈]&nbsp;[梭哈]&nbsp;[梭哈]&nbsp;","text":"这下蜗牛要变大水牛了，澳大利亚订了不少辉瑞疫苗，准备下个月开始使用，所以这票后期价格...[666] [看涨] [梭哈] [梭哈] [梭哈] [梭哈]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/383746523","repostId":"383174574","repostType":1,"repost":{"id":383174574,"gmtCreate":1612860760795,"gmtModify":1703765901951,"author":{"id":"21347731130544","authorId":"21347731130544","name":"价值投资为王","avatar":"https://static.tigerbbs.com/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"辉瑞：新冠疫苗不怕病毒变异！","htmlText":"从国盛证券研报中摘录一段辉瑞关于新冠病毒和疫苗的消息，对疫苗股股东和疫情受灾行业股东较为重要！ 1.54亿美元新冠疫苗收入； 2021年1月31号前， 公司向全球供应了6500万剂疫苗， 其中2900亿剂向美国供应， 预计今年5月前总共向美国供应2亿剂； 预计2021年底前将向全球供应20亿剂； 该疫苗的研发总共只用了248天； 公司认为新冠疫苗将会成为长期稳定的收入来源， 主要因： 1） 通过加强针提升免疫力是必要的； 2） 新的变异也会需要新的疫苗， 或者加强针； In vitro研究表明疫苗可以中和英国以及南非毒株； 辉瑞将记录全球大部分新冠疫苗的收入（不包括中国和土耳其等国） ； 辉瑞和BioNTech毛利5-5分成； 预计2021年全年产能达到20亿剂， 但估计这20亿剂将不会全部卖完； 或许最终所有的疫苗都会被各国政府签订， 但目前辉瑞在评估2021年业绩指引的时候会优先考虑确定性比较强的一些订单， 我们预计这部分大约会有150亿美元的收入（按照20美元/剂， 大约等于产能的70%） ； Q&amp;A Q:为什么公司觉得2021年卖不完20亿剂疫苗？ 其他有些公司的订单都超过他们此前的预期， 而且现在全球需求大， 只有很小一部分被满足。 A:首先我们需要对给出的业绩指引负责（ 意思是不能随便给一个很大的数） ；再来， 患者和医生有权利选择疫苗品牌。 我们相信我们的疫苗订单应该是全球占比最大的， 毕竟我们的产品是首个获批的。 而且在阿斯利康和强生的疫苗进展公布之后， 我们对市场的评估也更清晰了， 因此我们调高了我们的业绩指引。 虽然辉瑞在全球各地都有业务布局， 但是至少今年新冠疫苗市场还不能算是公开的自由市场， 因为今年基本上都是政府订单。 此外， 整个疫情还有很多的不确定性， 影响疫苗销售的因素也非常多， 所以随时都会有变动， 我们会一直观察，并根据情况去","listText":"从国盛证券研报中摘录一段辉瑞关于新冠病毒和疫苗的消息，对疫苗股股东和疫情受灾行业股东较为重要！ 1.54亿美元新冠疫苗收入； 2021年1月31号前， 公司向全球供应了6500万剂疫苗， 其中2900亿剂向美国供应， 预计今年5月前总共向美国供应2亿剂； 预计2021年底前将向全球供应20亿剂； 该疫苗的研发总共只用了248天； 公司认为新冠疫苗将会成为长期稳定的收入来源， 主要因： 1） 通过加强针提升免疫力是必要的； 2） 新的变异也会需要新的疫苗， 或者加强针； In vitro研究表明疫苗可以中和英国以及南非毒株； 辉瑞将记录全球大部分新冠疫苗的收入（不包括中国和土耳其等国） ； 辉瑞和BioNTech毛利5-5分成； 预计2021年全年产能达到20亿剂， 但估计这20亿剂将不会全部卖完； 或许最终所有的疫苗都会被各国政府签订， 但目前辉瑞在评估2021年业绩指引的时候会优先考虑确定性比较强的一些订单， 我们预计这部分大约会有150亿美元的收入（按照20美元/剂， 大约等于产能的70%） ； Q&amp;A Q:为什么公司觉得2021年卖不完20亿剂疫苗？ 其他有些公司的订单都超过他们此前的预期， 而且现在全球需求大， 只有很小一部分被满足。 A:首先我们需要对给出的业绩指引负责（ 意思是不能随便给一个很大的数） ；再来， 患者和医生有权利选择疫苗品牌。 我们相信我们的疫苗订单应该是全球占比最大的， 毕竟我们的产品是首个获批的。 而且在阿斯利康和强生的疫苗进展公布之后， 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